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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

733 hedge funds and large institutions have $6.38B invested in Schwab US Broad Market ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 251 increasing their positions, 277 reducing their positions, and 27 closing their positions.

Holders
733
Holders Change
+64
Holders Change %
+9.57%
% of All Funds
13.01%
Holding in Top 10
105
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.7%
% of All Funds
1.86%
New
102
Increased
251
Reduced
277
Closed
27
Calls
$6.55M
Puts
$3.14M
Net Calls
+$3.42M
Net Calls Change
-$3.14M

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$47.6M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$464M
3
HB
3
Homrich & Berg
Georgia
$81.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$34.7M
5
HCM
5
Hengehold Capital Management
Ohio
$65.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.2M
2
Betterment LLC
2
Betterment LLC
New York
$411M
3
SCM
3
SCS Capital Management
Massachusetts
$444M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
5
HT Partners
Connecticut
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
76
Sunburst Financial Group
Alabama
$15.6M 1,027,440 +1,770 +0.2%
VNA
77
Valley National Advisers
Pennsylvania
$14.5M 955,422 -54,672 -5%
BJ
78
Brouwer & Janachowski
California
$14M 923,766 -51,780 -5%
JIP
79
Jaffetilchin Investment Partners
Florida
$13.7M 902,232 -55,056 -6%
PP
80
PrairieView Partners
Minnesota
$12.7M 839,118 -22,056 -3%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$12.7M 834,300 -21,138 -2%
AF
82
Advisornet Financial
Minnesota
$12.6M 832,908 -30,408 -4%
ECML
83
Eagle Capital Management (Louisiana)
Louisiana
$12.5M 821,940 -559,836 -41%
AA
84
Ashford Advisors
New York
$12.3M 811,932 +811,932 New
TW
85
TrinityPoint Wealth
Connecticut
$12.2M 782,316 +1,218 +0.2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$12.2M 795,000 -20,814 -3%
IAS
87
IMA Advisory Services
Colorado
$12.1M 801,048 +198,138 +33%
GFS
88
GYL Financial Synergies
Connecticut
$11.8M 774,822 -19,704 -2%
IDA
89
Intelligence Driven Advisers
California
$11.6M 762,132 -28,008 -4%
TWM
90
Tradition Wealth Management
Minnesota
$11.3M 747,192 +747,192 New
MFGP
91
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.2M 740,388 +137,688 +23%
UWM
92
USAdvisors Wealth Management
Minnesota
$11.1M 733,578 -82,662 -10%
MWP
93
Meridian Wealth Partners
Pennsylvania
$11.1M 728,802 +444 +0.1%
RIM
94
Rockbridge Investment Management
New York
$10.8M 713,034 -30,300 -4%
GCA
95
Genesee Capital Advisors
New York
$10.4M 686,826 -4,644 -0.7%
SCM
96
Spreng Capital Management
Ohio
$10.4M 686,238 +40,266 +6%
DLCIG
97
D.L. Carlson Investment Group
New Hampshire
$10.4M 685,338 +48,414 +8%
SWM
98
SigFig Wealth Management
California
$10.4M 688,140 +68,148 +11%
RC
99
Roundview Capital
New Jersey
$9.78M 645,132 +9,726 +2%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$9.67M 637,908 +367,344 +136%
2 3
4
5 6